Adams Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $262K | Hold |
890
| – | – | 0.06% | 132 |
|
|
2025
Q4 | $287K | Sell |
890
-3
| -0.3% | -$929 | 0.06% | 139 |
|
|
2025
Q3 | $282K | Sell |
893
-783
| -47% | -$233K | 0.06% | 141 |
|
|
2025
Q2 | $486K | Sell |
1,676
-193
| -10% | -$49.3K | 0.09% | 98 |
|
|
2025
Q1 | $458K | Hold |
1,869
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $448K | Hold |
1,869
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $394K | Hold |
1,869
| – | – | 0.08% | 94 |
|
|
2024
Q2 | $378K | Hold |
1,869
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $374K | Hold |
1,869
| – | – | 0.09% | 87 |
|
|
2023
Q4 | $318K | Sell |
1,869
-39
| -2% | -$5.91K | 0.09% | 84 |
|
|
2023
Q3 | $277K | Sell |
1,908
-20
| -1% | -$3K | 0.09% | 81 |
|
|
2023
Q2 | $280K | Hold |
1,928
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $251K | Sell |
1,928
-4
| -0.2% | -$548 | 0.08% | 94 |
|
|
2022
Q4 | $259K | Buy |
1,932
+1
| +0.1% | +$127 | 0.09% | 84 |
|
|
2022
Q3 | $202K | Sell |
1,931
-38
| -2% | -$4.36K | 0.08% | 83 |
|
|
2022
Q2 | $222K | Buy |
1,969
+91
| +5% | +$11.3K | 0.08% | 67 |
|
|
2022
Q1 | $256K | Sell |
1,878
-194
| -9% | -$28.6K | 0.08% | 64 |
|
|
2021
Q4 | $328K | Sell |
2,072
-9
| -0.4% | -$1.48K | 0.11% | 65 |
|
|
2021
Q3 | $341K | Hold |
2,081
| – | – | 0.13% | 59 |
|
|
2021
Q2 | $324K | Hold |
2,081
| – | – | 0.14% | 62 |
|
|
2021
Q1 | $317K | Hold |
2,081
| – | – | 0.15% | 59 |
|
|
2020
Q4 | $264K | Hold |
2,081
| – | – | 0.17% | 52 |
|
|
2020
Q3 | $200K | Sell |
2,081
-95
| -4% | -$9.33K | 0.16% | 59 |
|
|
2020
Q2 | $205K | Buy |
+2,176
| New | +$206K | 0.21% | 70 |
|
|
2020
Q1 | – | Sell |
-2,176
| Closed | -$303K | – | 84 |
|
|
2019
Q4 | $303K | Buy |
+2,176
| New | +$279K | 0.26% | 81 |
|
Other funds holding JPM
VCM
VPM
